| Q2 2024 |
229 |
$285M |
+$75.4M |
-$37.6M |
+$37.8M |
NVDA, META, UBER, AAPL, FCX
|
13F-HR |
7/8/2024, 03:06 PM |
| Q1 2024 |
314 |
$258M |
$0 |
$0 |
|
NVDA, META, UBER, FCX, MSFT
|
13F-HR |
4/12/2024, 08:58 AM |
| Q3 2016 |
60 |
$71.6M |
+$10.7M |
-$12.2M |
-$1.52M |
META, GOOGL, DIS, YELP, ELLI
|
13F-HR |
11/14/2016, 11:52 AM |
| Q2 2016 |
64 |
$69.1M |
+$15.5M |
-$18.4M |
-$2.95M |
META, DIS, GOOGL, WFC, SPLK
|
13F-HR |
8/15/2016, 12:44 PM |
| Q1 2016 |
65 |
$73.1M |
+$17.4M |
-$15.9M |
+$1.43M |
META, PANW, DIS, GOOGL, AAPL
|
13F-HR |
5/16/2016, 01:08 PM |
| Q4 2015 |
56 |
$72.9M |
+$4.22M |
-$7.5M |
-$3.28M |
PANW, META, DIS, BA, GOOGL
|
13F-HR |
2/16/2016, 01:52 PM |
| Q3 2015 |
60 |
$75.4M |
+$2.91M |
-$6.43M |
-$3.52M |
PANW, DIS, META, PERFQ, AAPL
|
13F-HR |
11/16/2015, 05:36 PM |
| Q2 2015 |
78 |
$85.6M |
+$5.62M |
-$4.45M |
+$1.17M |
PERFQ, PANW, DIS, META, AAPL
|
13F-HR |
7/31/2015, 11:38 AM |
| Q1 2015 |
80 |
$84.7M |
+$12.7M |
-$17.1M |
-$4.4M |
PERFQ, DIS, PANW, AAPL, BA
|
13F-HR |
5/12/2015, 04:52 PM |
| Q4 2014 |
98 |
$86.7M |
+$9.86M |
-$21.7M |
-$11.8M |
META, PERFQ, DIS, PANW, BA
|
13F-HR |
2/13/2015, 02:15 PM |
| Q3 2014 |
88 |
$91.6M |
+$33.1M |
-$24.1M |
+$8.94M |
META, PERFQ, VMW, DIS, BA
|
13F-HR |
11/12/2014, 04:40 PM |
| Q2 2014 |
51 |
$83.8M |
+$17.2M |
-$18.8M |
-$1.59M |
META, PERFQ, DISH, VMW, BA
|
13F-HR |
8/13/2014, 06:52 PM |
| Q1 2014 |
47 |
$80.6M |
+$13.6M |
-$17M |
-$3.34M |
META, PERFQ, VMW, DISH, FI
|
13F-HR |
5/14/2014, 06:37 PM |
| Q4 2013 |
88 |
$93.2M |
$0 |
$0 |
|
META, PERFQ, SPLK, GNCIQ, SINA
|
13F-HR |
2/14/2014, 05:47 PM |